Feels like shouting to a wall
Singapore
Joined November 2024
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Felix retweeted
For 25 years, Salesforce, SAP and enterprise software were built around one assumption: humans operate the software.
We’re changing that.
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This is Headless SaaS.
1: get ERP•AI
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3: post below
Best one wins a MacBook. First 100 decent entries get $100.
(a message from Steve Papa / founding team)
Felix retweeted
that's what modern food supply and daily infrastructure does to you
and its broken because the system isn't there to fix your root cause, but to profit more from you.
here's why colon cancer rates are increasing and what the healthcare cartels don't tell u. hope its helpful
Felix retweeted
and the real issue isn't the results of the study
its that the whole medical-industrial complex has spent decades treating healthcare as a business, and profiteering off it
the whole system is created to keep you going back, and its disgusting. the whole goal is to optimize your lifetime chronic dependency on them without you truly knowing your root cause
Felix retweeted
One day your son will copy you.
Not your advice.
You.
Become someone worth imitating.
Felix retweeted
"The first rule of compounding is to never interrupt it unnecessarily.” -Charlie Munger
Felix retweeted
I think a lot of people are using AI slop nowadays to calculate production shut-in math + rerouting. So let me clear it up once and for all.
Pre-War:
Saudi - 10.4 million b/d
UAE - 3.55 million b/d
Kuwait - 2.55 million b/d
Iraq - 4.3 million b/d
Bahrain - 0.18 million b/d
Total: 20.98 million b/d (crude)
Post-War:
Rerouting
Saudi’s East to West - 7 million b/d, but export capacity in Yanbu is only 4 million b/d. Domestic needs 2 million b/d.
Saudi shut-in - 3.5-4 million b/d
UAE’s Abu Dhabi pipeline - 1.8 million b/d.
UAE - 1.75 million b/d
Iraq - 3.5 million b/d
Kuwait - 2.35 million b/d
Bahrain - 0.18 million b/d
Total shut-in: 11.33 to 11.83 million b/d
This INCLUDES rerouting!
Felix retweeted
ERIC NUTTAL: DAY 55 OIL CRISIS EXPLODES - 600 MILLION BARRELS GONE WHILE STOCKS HIT ALL-TIME HIGHS
Day 55 of the US-Iranian war and the Strait of Hormuz remains closed. The world has lost roughly 600 million barrels of oil supply at a staggering 12 to 13 million barrels per day and the damage keeps getting worse. Goldman Sachs just released a graph confirming global inventories will plunge well below record lows even if the strait opens tomorrow.
THE DAMAGE IS ALREADY DONE
➡️ Multiple independent sources now triangulate the exact same catastrophic supply loss.
➡️ Voyage times mean the pain is locked in regardless of any sudden breakthrough.
➡️ This is the biggest energy crisis of our lifetimes playing out in real time.
THE MARKET DISCONNECT
➡️ The Dow and S&P trade at or near all-time highs.
➡️ Everyone watching CNBC or Bloomberg terminals sees oil prices that still ignore reality.
➡️ Physical barrels face enormous demand while paper markets stay strangely calm.
THE COMPLACENCY EXPLAINED
➡️ White House advisers are thrilled at how well tweets and unnamed sources have jawboned oil prices lower.
➡️ A single random rumor can crash paper oil five dollars in a day.
➡️ The second and bigger reason is simple: markets are waiting for physical shortages they cannot ignore.
THE PHYSICAL SHORTAGE WAVE
➡️ Australia’s prime minister just held a press conference to announce they secured new supply equal to one single day of demand.
➡️ Parts of Africa can no longer afford to bid for barrels in the global battle underway.
➡️ Europe is running out of jet fuel with major airlines already canceling flights.
THE US REALITY CHECK
➡️ Safety buffers and vessel inventories have now been completely exhausted.
➡️ Seasonal driving demand is just beginning its uptick.
➡️ The battle for every barrel is now hitting Cushing, jet fuel tanks, and gasoline stocks.
THE PRICE BREAKING POINT
➡️ To balance the market without massive inventory draws you need meaningful demand reduction.
➡️ Historically that only happens above $175 per barrel.
➡️ Anything less and the physical shortage simply cannot be resolved.
THE INVESTOR OPPORTUNITY
➡️ Current complacency in energy stocks creates one of the most attractive setups in years.
➡️ Quality US oil companies with market caps from 10 to 35 billion dollars now trade at 17 to 21 percent free cash flow yields using an $80 oil price.
➡️ The long-term floor is heading to $80 while 2027 futures sit absurdly at just $72.
THE BOTTOM LINE
The biggest energy crisis of our lifetimes is here yet markets remain asleep thanks to jawboning and the wait for physical pain.
Physical shortages will force reality into prices faster than anyone expects.
HT: YouTube Ninepoint Partners @ericnuttall
#OilCrisis #StraitOfHormuz #EnergyShortage #PhysicalBarrels #OilTo175 #EnergyInvesting #DemandDestruction
Felix retweeted
Heads-up: Pre-market so-called “news” or “Truth” is often just a setup for profit-taking. Basically, it’s a reverse indicator.
Do the opposite: If they pump it, short it. If they dump it, go long.
See something tomorrow? You know the drill.
Felix retweeted
He is right and the data supports him completely.
$580 million in oil futures traded 14 to 16 minutes before Trump’s first peace announcement. $1.5 billion in S&P 500 futures moved before the ceasefire signal. Eight new Polymarket accounts created the week before the peace announcement collectively wagered $70,000 on a ceasefire before March 31, standing to win $820,000. An Israeli Air Force major was charged for using classified information to bet on Polymarket. The SEC’s top enforcement official resigned after being blocked from pursuing cases touching Trump’s circle.
Ghalibaf is not just trolling Washington. He is performing a public service for every retail investor who has been whipsawed by fake peace announcements and subsequent denials for 30 days straight. Buy the rumour, sell the news has defined every single market cycle in this war. The pattern is so established that Iran’s parliament speaker can post about it publicly and every sophisticated trader already knows exactly what he means.
The deeper message is strategic. Ghalibaf is telling Washington that Iran has fully mapped the information warfare playbook being used to manipulate oil prices and equity markets. It sees the pump. It sees the dump. It knows the drill.
And it is publicly daring Trump to try it again tonight before futures open.
If a Truth Social peace announcement appears in the next few hours, Ghalibaf just told you what it is worth.
Felix retweeted
There is still no negotiation or exchange of messages between Iran and the US, and all the information published about this is fake. Iran's decision is to continue the war until the goals are fully achieved and the conditions are fulfilled, and this will continue for as long as necessary. The armed forces are ready for an intense war for at least 6 months. There is a consensus in the political atmosphere about absolute distrust of the US.
